+40.2%
AMC vs ACWI
+14.9%
+25.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +4.4% |
| 7D | +17.7% | -0.5% | +18.2% | +18.7% |
| 30D | +26.2% | -1.6% | +27.8% | +30.2% |
| 3M | +31.3% | -1.3% | +32.7% | +35.1% |
| 6M | +142.8% | +5.8% | +136.9% | +123.3% |
| YTD | +125.6% | +12.7% | +112.9% | +87.7% |
| 1Y | +40.2% | +15.0% | +25.2% | +12.4% |
| All | +40.2% | +14.9% | +25.4% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling